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Prosperity Financial Group’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.27M Buy
3,300
+29
+0.9% +$28.7K 1.39% 21
2025
Q1
$3.09M Buy
3,271
+11
+0.3% +$10.4K 1.54% 16
2024
Q4
$2.99M Buy
3,260
+111
+4% +$102K 1.49% 17
2024
Q3
$2.79M Buy
3,149
+180
+6% +$160K 1.56% 16
2024
Q2
$2.52M Sell
2,969
-11
-0.4% -$9.35K 1.59% 15
2024
Q1
$2.18M Buy
2,980
+115
+4% +$84.3K 1.35% 23
2023
Q4
$1.89M Buy
2,865
+35
+1% +$23.1K 1.31% 18
2023
Q3
$1.6M Buy
2,830
+652
+30% +$368K 1.32% 20
2023
Q2
$1.17M Sell
2,178
-31
-1% -$16.7K 1.03% 26
2023
Q1
$1.1M Buy
2,209
+31
+1% +$15.4K 1.11% 22
2022
Q4
$994K Buy
+2,178
New +$994K 1.07% 22